Microsoft Dynamics CRM 2011 Unleashed

Views

Views are how we interact with or view the data. When we look at the default configuration for Accounts, for example, we see the My Active Accounts view, as shown in Figure 19.1.

Figure 19.1 Standard Accounts view.

The views that are included by default in a vanilla implementation for Accounts are as follows:

• Accounts: Influenced Deals That We Won

• Accounts: No Campaign Activities in Last 3 Months

• Accounts: No Orders in Last 6 Months

• Active Accounts

• Inactive Accounts

• My Active Accounts

• My Connections

Additionally we have the option to create a personal view, which is demonstrated in the next section.